The Fortnum Financial Advisers ‘Principal Practice of the Year’ Award recognises the Fortnum practice that demonstrates the highest level of financial performance, offers the best client value proposition, makes an outstanding contribution to its own community and engages deeply with the Fortnum dealer group in terms of participating in training, coaching and other business development, charitable and social events.
Fortnum Private Wealth Chairman Ray Miles said, “The ‘Principal Practice of the Year’ Award is a highly sought after prize as it recognises the Fortnum practice that is most committed to excellence not only in terms of technical knowledge and business development, but for its outstanding and genuine commitment to our client-first values”.
The Stratus Financial Group leadership team comprises Brett Cribb, Ross Munro and Steven Nicholas.
In accepting the award on behalf of Stratus Financial Group, Brett Cribb acknowledged that a whole-of-team commitment to fulfilling a pledge expressed simply as: ‘Making it happen’ is central to their success.
“As a team we are committed to ongoing education and remaining abreast of the continually changing landscape of financial advice. Collectively we are knowledgeable, experienced, well-coordinated and genuine in our endeavours and this enables us to offer the integrated and multi-layered services, that is reflected in our name, and that our clients value,” Mr Cribb said.
Stratus Financial Group delivers bespoke financial advice that is specific to their clients who include singles, couples and families; business owners, executives and professionals; and people heading towards retirement and aged care.
Mr Cribb says that while every individual’s circumstances are different, the common factor is complexity.
“Central to our theme of ‘Making it happen’ for our clients is to create clarity from complexity which enables confident, informed decision making,” Mr Cribb said.
Brett Cribb holds a Bachelor of Engineering (Hons) and a Diploma of Financial Planning. He is a Senior Associate with the Financial Services Institute of Australia and a Member of the Financial Planning Association.
Ross Munro is a Certified Financial Planner and holds a Bachelor of Commerce. He is a Chartered Accountant and a Member of the Financial Planning Association.
Steven Nicholas holds a Bachelor of Applied Science, Graduate Diplomas in Applied Finance and Investment, Financial Planning, and Agricultural Economics. Steve is an ASX Accredited Listed Product Adviser and holds SMSF Accreditation.
Source: Fortnum Financial Advisers / Stratus Financial Group
